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§ 13F · FUND PROFILE

AE INDUSTRIAL PARTNERS, LP.

AUM · $1.4B (13F)Positions · 4Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1FLYFirefly34.53M$1.0B74.2%−2%
2YSSYork11.73M$289M21.1%+4%
3CTSHCognizant1.47M$57M4.2%±0%
4RDWRedwire Corporation617K$8M0.6%−98%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE AE SIGNAL

AC read

AE INDUSTRIAL PARTNERS, LP is a Other fund managing $1.4 billion in assets. The fund runs a focused portfolio of just 4 positions.

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